The thinking behind the Fractional Family Office®, in long form.
The Fractional Family Office®
Jim Dew and Bryce Keffeler lay out the Fractional Family Office® approach across eleven chapters: coordinated asset protection, estate and tax planning, investment allocation, business-exit preparation, and building the right team of advisors around a single fiduciary partner.
The Entrepreneur's Playbook for Expanding Wealth, Freedom and Time
Jim Dew's introduction to Functional Wealth Management™ — a whole-person approach that treats wealth as more than investments. The book walks entrepreneurs through assembling a financial dream team and coordinating tax, investment risk, asset protection, incapacity, debt, and legacy so the pieces work together.
A selection of shows where Dew Wealth has joined the conversation on wealth strategy for entrepreneurs.
Two voices behind the Fractional Family Office®, available for podcasts, stages, and media.
CFP®, MBA, ChFC®, CPWA®
CEO & Founder
Advisor To The Entrepreneur® with three decades building Fractional Family Offices®. Author of Beyond a Million and a guest on Entrepreneurs on Fire, Business Lunch, and The Ultimate Advisor, with stages shared alongside Ed Mylett, Robert Kiyosaki, and Patrick Bet-David.
CFP®, MBA, CLU®, ChFC®, CEPA®
Managing Partner
Managing Partner leading the firm's advisory and investment consulting divisions, with a background in FP&A and M&A at Intel. Co-host of the Make Rich Real® conversations and a rising voice on exit planning and coordinated wealth strategy.
An episode-by-episode unpacking of the core principles in Jim and Bryce's book, Billionaire Wealth Strategies for Entrepreneurs: The Fractional Family Office. Tax strategy, coordinated planning, and the wealth playbook usually reserved for family offices.
Explore the Episodes
Each episode unpacks a chapter of the book. Available on YouTube, Spotify, and Apple Podcasts.
The running feed of where we show up next: new podcast appearances, articles and features, and firm announcements as they happen. The latest coverage lives here first.
Visit the Newsroom
Every new placement, article, and firm announcement lands here first. Updated as coverage goes live.
